Goals, Planning and Accounting Worksheet

If you are looking for a goal planning, expense tracking, income projecting and all around automated accounting AND accountability tracker for your business then this is it!!  With consistent use of this workbook within your business you will: 

- Have a clear picture of your income goal and how much further (or closer) your are to achieving it. 

- Track where all of your file leads are coming from. 

- Track which leads are converting to applications and closed deals. 

- Track which referral sources are most valuable to you in terms of leads, closed deals AND total revenue earned from them! 

- See trends in your business operations by month. 

- Automate the planning of spending and investing in your business. 

- Track your expenses and record them in their appropriate tax category (making income tax time easy peasy). 

This workbook will certainly change the way you do business.  I guarantee it!! 

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